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TheValueist
@TheValueist
Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.
加入 September 2024
11.8K 正在关注    37.7K 粉丝
$NVDA $MU $SNDK $LITE There is so much sell the news chatter about the Anthropic IPO on the GAI infrastructure trade that it makes me want to do the exact opposite.